Tagging Projects for Use as Templates

Tagging projects for use as importable project templates saves project managers a lot of time when setting up projects that repeat the same structures, such as roll-outs, implementations, policy development, and so on.

To Tag an Existing Project as a Template

Click the Edit Project Details link in the Project Details panel on the Project Functions menu (in the Full Project view, not available on One Page Project view).

Scroll to the bottom of the Edit Project screen and tick Tag as template. Click Save.